Steps to Install and Configure

Schedule Demo
decor
decor

Install and Configure – Peeklogic Jira Connector

It is possible to install and configure Peeklogic Jira Connector in 7 minutes. Though first attempt may take a bit longer time. Watch our video how to install and configure Peeklogic Jira Connector for 7 minutes and install Peeklogic Jira Connector into your Salesforce environment directly from Salesforce AppExchange

decor
decor

Find Peeklogic Jira Connector on Salesforce AppExchange

Click Buy Now button to proceed with installation. Follow the steps at Salesforce AppExchange to proceed with installation

decor
decor

Auth to Jira from Salesforce Named Credentials

Navigate to Setup / type in search Named Credentials / click New to create Named Credential to Authorize to Jira from Salesforce. Click Save

decor
decor

Find Peeklogic Jira Connector in the Salesforce App Launcher

Go to Salesforce App Launcher and type Peeklogic Jira Connector in Search to find the AppExchange Application. Click on the app name and go to Setup tab to access Peeklogic Jira Connector Configuration Settings

decor
decor

Select Named Credentials to Auth to Jira

Select named credential you created in the previous step and click Save. This will link Peeklogic Jira Connector with your Atlassian Jira Instance.

decor
decor

Click Add New Project to make Jira Project Available in Salesforce

Click add New Projects to add Jira Projects, and make them available. This will allow users to create Jira Issues within projects you add at this step

decor
decor

Click on Project Settings

This will allow to configure each Jira Issue type’s fields and make them available for Salesforce Users

decor
decor

Click on Issue type to configure available Jira Fields in Salesforce

Similar to previous steps – select Jira Project fields you wish to be available and visible for Salesforce users when viewing or creating Jira Issues from Salesforce

decor
decor

Make sure all required fields are selected, and select additional fields you’d like to be available in Salesforce to create Jira Issues

Those fields will be available for users when viewing or creating Jira issue from Salesforce

decor
decor

Click on Any Record, You Plan to have Jira Issues to be Related to

Peeklogic Jira Connector allows you to link Jira issues to any Standard or Custom Salesforce object’s record, such as Cases, Accounts, Opportunities, and any other object.

decor
decor

Click Setup and Edit Page

Click Edit Page to add a JiraContent lightning component the layout of any standard or custom object, which will allow to link Jira issues to Salesforce Records

decor
decor

Add JiraContent Lightning Component to the page

Adding JiraContent Lightning component will allow you to:

  • Create Jira Issues from Salesforce
  • Add Comment, Attachment, Link Jira Issues within Salesforce
  • Flexibly Search for Jira issues and link them to Salesforce Records (Salesforce Custom and Standard objects are supported)
decor
decor

Click Create Jira Issue on JiraContent Lightning component to create Jira issue from Salesforce

At this screen you’ll see Projects you made available at Step 5 and fields, you allowed Salesforce users to see at Step 8

decor
decor

Peeklogic Jira Connector is the Only Connector for Salesforce and Jira which Takes Only 7 Minutes to Install and Configure

decor
decor

Home Salesforce Q&A Peeklogic Jira Connector Configuration Manual – Peeklogic Jira Connector

  • This topic is empty.
Viewing 1 post (of 1 total)
Viewing 1 post (of 1 total)
  • You must be logged in to reply to this topic.